Cardata - Customer Success Associate

Remote - Canada$55k - $65k3w ago

Remote Junior NA Customer Success Manager Customer Success Engineer Excel Reporting Customer Success

Requirements

• 1–3 years of experience in an operations, reporting or data-focused role, such as Operations Assistant, Reporting Coordinator, Data Specialist or Junior Data Analyst • Strong working knowledge of Excel, including cleaning and comparing data, using pivot tables and writing formulas • Strong attention to detail and a commitment to accurate work; you use formulas, cross-checks and other methods to verify results, and question numbers that do not make sense • Strong active listening and collaboration skills; you can understand a request, ask the right questions and clarify what the analysis needs to answer • The ability to manage competing deadlines, communicate progress and set clear expectations with colleagues about delivery • Strong curiosity about what the data means for a customer’s program and the ability to explain findings clearly • Learning agility and an interest in developing deep knowledge of Cardata’s products, reporting tools and reimbursement programs

Responsibilities

• Partner with CSMs to understand the goals of upcoming renewals, program reviews, quarterly business reviews and audits, and clarify the data needed for each • Become an expert in Cardata’s reporting tools, using them to set up and prepare accurate reports • Use Excel to clean, compare and analyze program data, investigate discrepancies and verify your results • Prepare mileage band audits, running rate analyses and other reports that help CSMs assess program performance • Work with CSMs to interpret findings and shape the story, recommendations and customer impact they will bring into presentations and conversations • Create ad hoc reports for customer needs and document recurring reporting requirements

Benefits

• In line with Ontario’s Pay Transparency legislation, the expected base compensation for this role is $55,000–$65,000 CAD annually (dependent on experience and competency). This is a vacant position, and we are hiring with intention and seeking someone who will bring new perspective, contribute meaningfully to the team, and grow with the organization. • We’ll be honest — Cardata isn’t for everyone. If you thrive in a fast-paced environment, take extreme ownership, and constantly push yourself (and your work) to be the best, you’ll fit right in. • You’ll be surrounded by driven teammates who genuinely care — about the work, about our customers, and about helping each other succeed. Together, we take on ambitious goals and celebrate the wins along the way. • What we offer in return for you bringing your best: • Remote work and flexible working hours • Mentorship and development opportunities (to help you achieve your career goals!) • Extended medical & dental benefits • Healthcare spending account • $3,000 annual Health and Wellness Spending Account to support your overall wellbeing • Employee assistance program (EAP) • Flexible (Unlimited) Time Off: No annual cap on vacation, supported by a trust-based, flexible approach to time away.